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Disclosery

GoalVest Advisory LLC: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalVest Advisory LLC on AMGN, newest first. How the timeline and the estimate are built.

GoalVest Advisory LLC held 82 AMGN shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82 shares
    Change vs previous 13F -113 shares

    0.01% of the 13F portfolio, value $34,564.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 195 shares
    Change vs previous 13F -955 shares

    0.01% of the 13F portfolio, value $70,613.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,150 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $404,628.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,181 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $386,553.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,181 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $333,278.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,131 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $315,787.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,134 shares
    Change vs previous 13F -68 shares

    0.1% of the 13F portfolio, value $353,298.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,202 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $313,289.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).